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LWM

LeConte Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.51M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$872K
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$787K

Top Sells

1
+$9.8M
2
+$8.12M
3
+$3.49M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$2.91M
5
SCHY icon
Schwab International Dividend Equity ETF
SCHY
+$1.68M

Sector Composition

1 Technology 18.83%
2 Financials 5.13%
3 Consumer Discretionary 3.92%
4 Communication Services 3.78%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$921K 0.61%
4,521
+888
27
$901K 0.6%
7,987
+608
28
$875K 0.58%
3,594
+2,386
29
$817K 0.55%
4,407
+852
30
$789K 0.53%
7,386
+2,060
31
$703K 0.47%
3,275
+967
32
$696K 0.46%
19,475
+100
33
$675K 0.45%
1,377
+286
34
$659K 0.44%
864
+291
35
$646K 0.43%
4,162
+1,887
36
$622K 0.42%
2,211
-76
37
$589K 0.39%
1,725
+137
38
$581K 0.39%
2,511
+632
39
$577K 0.39%
1,425
+344
40
$530K 0.35%
4,420
+910
41
$518K 0.35%
1,684
+131
42
$516K 0.34%
3,606
+627
43
$514K 0.34%
4,157
+119
44
$508K 0.34%
4,933
+1,238
45
$489K 0.33%
3,017
+687
46
$478K 0.32%
5,688
+432
47
$467K 0.31%
1,352
+263
48
$460K 0.31%
3,228
+652
49
$459K 0.31%
2,986
+765
50
$445K 0.3%
8,619
+1,602
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